Genworth Financial Portfolio Management Analyst in Stamford, Connecticut
The Portfolio Management Analyst will assist in the daily management and oversight for the insurance portfolios, including proper allocation of assets to appropriate product and legal entity portfolios. The individual in this role will work with Portfolio Managers and across Genworth's businesses to develop investment allocations that will deliver targeted income and return on equity objectives within acceptable risk/return framework.
Work within overall Investments team to support total Genworth global investment strategy, asset allocation and business objectives, including pricing, planning and product development
Contribute to projects impacting product portfolios, including Strategic Asset Allocation
Partner with Asset Management on tactical strategies
Monitor bond purchases and cash balances to ensure they are in line with operating plans
Assist with annual update of asset allocation models
Responsible for reinsurance trust operations/certifications and monthly and quarterly portfolio management reporting
Maintain consolidated documentation of investment strategies
Responsible for allocating private assets to product portfolios
Additional duties and projects as assigned
Bachelor’s in finance, business or related field
2-4 years of relevant work experience
Demonstrated strong verbal and written communication skills
Demonstrated excellence working in teams and managing multiple tasks
Working knowledge of asset-liability management with financial intermediary
Understand the STAT/GAAP income and capital needs of an insurance company
Strong Project Management skills
Excellent MS Excel and PowerPoint skills
CFA or MBA
Ability to prioritize multiple tasks and work with incomplete information to form and implement decisions
Working experience in financial markets/fixed income securities
Ability to be effective in a fast changing and demanding environment
Working knowledge of VBA and/or database software
Clear examples of executed value-add strategies
Proficiency with Barclays Point and/or BlackRock's Aladdin
Genworth is a Fortune 500 financial services company providing financial security and protection through our Mortgage Insurance and Long Term Care Insurance businesses. Our purpose is to help families achieve the dream of homeownership and address the financial challenges of aging. At Genworth, our promise to our employees is the opportunity to make a meaningful difference in the lives of our customers, our communities, and one another.
Led by our Chief Investment Officer, the Investment Department manages a consolidated investment portfolio of nearly $75 billion and consists of investment professionals focused on portfolio management, risk management, asset management, derivatives, operations, finance and accounting functions.
Genworth Financial, Inc. is a leading insurance holding company committed to helping families achieve the dream of home ownership and address the financial challenges of aging through its leadership positions in mortgage insurance and long term care insurance. Headquartered in Richmond, Virginia, Genworth traces its roots back to 1871.